Envelope / Develope

Photo by Jon Tyson on Unsplash I don't know what is worse: the whole pandemic provoked by the corona virus or the consequence of shutting down businesses due to the risk of contaminating their customers? There are industries where people are clustered together, where you have to be close to your client: airlines hospitality (Disney, cruises) entertaining industry restaurants, fast food establishments, wineries, breweries anything related to well being and not health care As I outlined in a different post, year 2020 is essential for US presidential elections. Mr. Trump understands the whole economic factor is so important to get elected a second term. With the forced close down of the major economic sectors (car manufacturing, industrial manufacturing, airlines, entertaining), the crisis in the health sector being overwhelmed by the peak of people admitted in ICU, banks hit by a slowed down economy, there is a perfect storm to bring his chances very down. There...

Photo by Austin Chan on Unsplash   The Covid-19 virus is here to stay. The isolation will only buy time, the WFH will not get back the industries, the jobs and the permanent fear that another virus can hide somewhere. The only major reverse back to normalcy would be to find a treatment/vaccine which could be easily accessible. In order to get validation for it the only action which will convince population and recover the whole lock-up is to put off the spread in Italy. What is it done to get to that ideal scenario? Maybe we should have a website updating this pursuit and calling for volunteers (big pharma, I am quite sure there are many volunteers waiting in the wings !).

Photo by Rob Schreckhise on Unsplash In times like this I wonder if the people with their hand on the power lever have second thoughts - about handling the major problems instead of wasting our money and their life time in petty quarrels or egocentric show offs. They can be in a hospital fighting for their life or looking at someone close to them separated by a thick glass. If you are a doctor, sick on a hospital bed, will you relinquish a ventilator for a younger bum? Is any doctor going to apply the same rule, the younger have priority over a ventilator? Or, if you are a famous basketball player, are you going to make that gesture? Yes, I know that at this moment nobody wants to think about it, but how about doing more that just staying put within your four walls? Is this crisis going to move a few marbles and change your view on life and what you will do from now on? You probably may understand there are more barriers the wealthy and the powerful are putting betwe...

Photo by HH E on Unsplash Today, 16th of March 2020, I saw again a stock market in free fall - almost 12% down. Friday, 13th of March, the whole market was up because of the fiscal stimulus released by US government. The funny thing is that I just finished a discussion with a friend who is telling me she is waiting for the signal to get back in the market. I almost laughed, because there is no signal, the market is on uncharted territory and inevitably that is not a strategy for investments, maybe for daily traders, but I would not do that in the current market. Yes, we are in the COVID-19 craziness, self isolated and looking to Italy with increased anxiety. It is not their fault (Italians, Koreans), dear readers. It is the laissez-faire of an entire political class, an entire generation in power which cannot comprehend simple mathematical models and technical prognosis about the possible quick exits for mankind. We can blame the bat-eaters in China, or the travelers ...